Charitable and not-for-profit organizations play a pivotal role providing services integral to the Canadian experience. That's why the Marcus Lai and Mandy Wu Wealth Management team is committed to helping your organization provide its essential services well into the future.
Create a Lasting Legacy Through a Charitable Gift Fund
Our Charitable Gift Program is designed for individuals and families wishing to support charitable causes in a meaningful way, without the time and cost associated with establishing a private foundation or endowment fund. It is an easy, convenient way to support charitable causes, today and in the future, while receiving important tax benefits
Key Features and Benefits of the Charitable Gift Program:
Simplicity | - Enjoy simplified, comprehensive administration of your charitable gift fund.
|
Personalized | - Give your fund a unique name that reflects your family’s legacy.
|
Diversity | - Contribute cash, appreciated publicly listed securities or other assets to the fund.
|
The Charitable Gift Program Could Be for You If:
- Need a charitable giving solution that allows you to make a lasting gift, but you prefer to be free of all administrative obligations
- Want to able to recommend which charities receive grants
- Want to take advantage of the tax benefits of a charitable gift fund, including the ability to donate appreciated securities such as shares without paying capital gains tax
